Evolent Health, Inc.
EVH- Exchange
- NYSE
- Industry
- Services-Management Services
- SEC CIK
- 0001628908
In the last 90 days, Evolent Health, Inc. insiders filed 0 open-market purchases and 1 sale; 198 institutions reported holding it in 13F filings for Q2 2026, worth $608.3M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Evolent Health, Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 192
- −16 vs. Q4 2025
- Shares held
- 110.8M
- −114.8K (−0.1%) vs. Q4 2025
- Total value
- $252.8M
- −$190.8M (−43.0%) vs. Q4 2025
- New holders
- 44
- 58 more added
- Sold out
- 60
- 59 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EVH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 198 | $608.3M |
| Q1 2026 | 192 | $252.8M |
| Q4 2025 | 215 | $482.1M |
| Q3 2025 | 240 | $1.15B |
| Q2 2025 | 222 | $1.48B |
| Q1 2025 | 229 | $1.20B |
| Q4 2024 | 241 | $1.38B |
| Q3 2024 | 262 | $3.66B |
| Q2 2024 | 243 | $2.48B |
| Q1 2024 | 251 | $4.13B |
| Q4 2023 | 234 | $4.18B |
| Q3 2023 | 203 | $3.34B |
| Q2 2023 | 217 | $3.55B |
| Q1 2023 | 240 | $3.62B |
| Q4 2022 | 232 | $2.83B |
| Q3 2022 | 251 | $3.42B |
| Q2 2022 | 216 | $2.76B |
| Q1 2022 | 218 | $2.79B |
| Q4 2021 | 207 | $2.34B |
| Q3 2021 | 210 | $2.65B |
| Q2 2021 | 178 | $1.75B |
| Q1 2021 | 168 | $1.66B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Evolent Health, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $2 | 0.00% | −2,735−100.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 1 | $2 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 5 | $11 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $30 | 0.00% | +13 | New |
| Elequin Capital LP | 14 | $32 | 0.00% | −46−76.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 21 | $47 | 0.00% | +21 | New |
| Whipplewood Advisors, LLC | 27 | $62 | 0.00% | +27 | New |
| UBS Asset Management Americas Inc | 36 | $82 | 0.00% | −297,679−100.0% | Reduced |
| Wealth Preservation Advisors, LLC | 37 | $84 | 0.00% | +37 | New |
| CoreCap Advisors, LLC | 39 | $89 | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 39 | $89 | 0.00% | +39 | New |
| Mark Sheptoff Financial Planning, LLC | 25 | $98 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 49 | $112 | 0.00% | +26+113.0% | Added |
| Basecamp Wealth Advisors LLC | 50 | $114 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 55 | $125 | 0.00% | +55 | New |
| SBI Securities Co., Ltd. | 135 | $308 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 154 | $352 | 0.00% | +108+234.8% | Added |
| North Star Investment Management Corp. | 165 | $376 | 0.00% | +165 | New |
| Cornerstone Financial Management LLC | 183 | $417 | 0.00% | +183 | New |
| Optiver Holding B.V. | 251 | $572 | 0.00% | −641−71.9% | Reduced |
| Fortitude Family Office, LLC | 275 | $627 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 371 | $845 | 0.00% | −47−11.2% | Reduced |
| Root Financial Partners, LLC | 434 | $990 | 0.00% | +434 | New |
| US Bancorp | 453 | $1.03K | 0.00% | +368+432.9% | Added |
| Massmutual Trust Co FSB | 495 | $1.13K | 0.00% | +495 | New |
| Clear Street Markets LLC | 636 | $1.45K | 0.00% | +636 | New |
| Rothschild Investment LLC | 670 | $1.53K | 0.00% | +352+110.7% | Added |
| Advisory Services Network, LLC | 755 | $1.72K | 0.00% | +755 | New |
| Darwin Advisors, LLC | 950 | $2.17K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,012 | $2.25K | 0.00% | +394+63.8% | Added |
| Rockefeller Capital Management L.P. | 1,046 | $2.38K | 0.00% | −4,257−80.3% | Reduced |
| Nisa Investment Advisors, LLC | 1,138 | $2.60K | 0.00% | +1,015+825.2% | Added |
| Fifth Third Bancorp | 1,180 | $2.69K | 0.00% | +1,180 | New |
| Cetera Trust Company, N.A | 1,500 | $3.42K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,658 | $3.78K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,688 | $3.85K | 0.00% | +493+41.3% | Added |
| Covestor Ltd | 2,168 | $5.00K | 0.00% | +2,162+36,033.3% | Added |
| Harbour Investments, Inc. | 2,540 | $5.79K | 0.00% | +315+14.2% | Added |
| Jones Financial Companies LLLP | 2,672 | $5.91K | 0.00% | +2,672 | New |
| Smithfield Trust Co | 2,735 | $6.00K | 0.00% | +2,735 | New |
| GAMMA Investing LLC | 2,715 | $6.19K | 0.00% | +1,400+106.5% | Added |
| Sterling Capital Management LLC | 2,741 | $6.25K | 0.00% | −2,304−45.7% | Reduced |
| Allworth Financial LP | 2,953 | $6.73K | 0.00% | +901+43.9% | Added |
| Wolff Wiese Magana LLC | 3,000 | $6.84K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,091 | $7.05K | 0.00% | +2,483+408.4% | Added |
| HighMark Wealth Management LLC | 3,975 | $9.06K | 0.00% | −8,900−69.1% | Reduced |
| FNY Investment Advisers, LLC | 5,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 4,830 | $11.0K | 0.00% | −113,976−95.9% | Reduced |
| California State Teachers Retirement System | 5,977 | $13.6K | 0.00% | −101,996−94.5% | Reduced |
| The PNC Financial Services Group, Inc. | 6,041 | $13.8K | 0.00% | +3,537+141.3% | Added |
| State of Alaska, Department of Revenue | 6,662 | $15.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 6,743 | $15.4K | 0.01% | +4,686+227.8% | Added |
| Ameritas Investment Partners, Inc. | 9,805 | $22.4K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 10,524 | $24.0K | 0.00% | +10,524 | New |
| Tower Research Capital LLC (TRC) | 10,649 | $24.3K | 0.00% | +6,913+185.0% | Added |
| R Squared Ltd | 11,206 | $25.6K | 0.01% | +11,206 | New |
| CWM, LLC | 11,352 | $25.9K | 0.00% | +7,733+213.7% | Added |
| Cresset Asset Management, LLC | 11,446 | $26.1K | 0.00% | 00.0% | Unchanged |
| Shay Capital LLC | 11,514 | $26.3K | 0.00% | −30,000−72.3% | Reduced |
| Victory Capital Management Inc | 11,728 | $26.7K | 0.00% | −127−1.1% | Reduced |
| Dynamic Advisor Solutions LLC | 12,037 | $27.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 12,148 | $28.0K | 0.00% | 00.0% | Unchanged |
| Farallon Capital Management, L.L.C. | 14,000 | $31.9K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 14,000 | $31.9K | 0.00% | +14,000 | New |
| Aigen Investment Management, LP | 14,850 | $33.9K | 0.01% | +14,850 | New |
| CI Private Wealth, LLC | 14,907 | $34.0K | 0.00% | +14,907 | New |
| ExodusPoint Capital Management, LP | 14,983 | $34.2K | 0.00% | −1,586−9.6% | Reduced |
| ProShare Advisors LLC | 16,174 | $36.9K | 0.00% | −5,275−24.6% | Reduced |
| Nine Masts Capital Ltd | 16,281 | $37.1K | 0.01% | +16,281 | New |
| Williams & Novak, LLC | 17,130 | $38.0K | 0.03% | +17,130 | New |
| Headlands Technologies LLC | 17,060 | $38.9K | 0.00% | −57,724−77.2% | Reduced |
| 49 Wealth Management, LLC | 17,190 | $39.2K | 0.00% | +17,190 | New |
| Quadrant Capital Group LLC | 18,634 | $42.5K | 0.00% | +15,791+555.4% | Added |
| Prudential Financial Inc | 18,845 | $43.0K | 0.00% | +18,845 | New |
| Vident Advisory, LLC | 19,588 | $44.7K | 0.00% | +19,588 | New |
| Winton Group Ltd | 20,600 | $47.0K | 0.00% | −1,372−6.2% | Reduced |
| Voya Investment Management LLC | 21,002 | $47.9K | 0.00% | −686−3.2% | Reduced |
| One68 Global Capital, LLC | 21,514 | $49.1K | 0.16% | −20,000−48.2% | Reduced |
| Vise Technologies, Inc. | 12,399 | $49.6K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 24,348 | $55.5K | 0.00% | −101,535−80.7% | Reduced |
| Royal Bank of Canada | 25,161 | $57.0K | 0.00% | +8,563+51.6% | Added |
| Advisor Group Holdings, Inc. | 25,862 | $59.0K | 0.00% | +14,502+127.7% | Added |
| FMR LLC | 25,871 | $59.0K | 0.00% | +11,801+83.9% | Added |
| Signaturefd, LLC | 26,646 | $60.8K | 0.00% | +15,744+144.4% | Added |
| Wealthfront Advisers LLC | 28,083 | $64.0K | 0.00% | +8,136+40.8% | Added |
| ERn Financial, LLC | 29,574 | $67.4K | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 30,121 | $68.7K | 0.00% | −29,919−49.8% | Reduced |
| Manufacturers Life Insurance Company, The | 30,667 | $69.9K | 0.00% | −17,544−36.4% | Reduced |
| State Board of Administration of Florida Retirement System | 31,444 | $71.7K | 0.00% | 00.0% | Unchanged |
| Callan Family Office, LLC | 31,551 | $71.9K | 0.00% | +31,551 | New |
| Police & Firemen's Retirement System of New Jersey | 32,506 | $74.1K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 33,560 | $76.5K | 0.00% | +1,016+3.1% | Added |
| Two Sigma Securities, LLC | 33,980 | $77.5K | 0.01% | +33,980 | New |
| Blair William & Co | 35,039 | $79.9K | 0.00% | −8,167−18.9% | Reduced |
| New York State Common Retirement Fund | 35,348 | $80.6K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 36,785 | $83.9K | 0.00% | −17,558−32.3% | Reduced |
| Stifel Financial Corp | 39,027 | $89.0K | 0.00% | +19,530+100.2% | Added |
| Jain Global LLC | 41,228 | $94.0K | 0.00% | −63,816−60.8% | Reduced |
| JustInvest LLC | 41,803 | $95.3K | 0.00% | +28,406+212.0% | Added |